Dan Benton
Veteran technology investor and former sell-side analyst now publishing on Substack; provides long-form insights on tech investing, secular themes, and market dynamics.
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Mar 4, 2026 • 1h 15min
Dan Benton's Rules For Tech Investing In 2026
Dan Benton, a veteran technology investor and former sell-side analyst now publishing on Substack, shares his new 2026 rules for tech investing. He contrasts old information edges with today’s commoditized data. Conversation highlights secular themes, momentum driven by multi-year revenue acceleration, stock-based comp distorting earnings, AI rotations and crowding, hyperscaler CapEx, and risks around private valuations.
